Business Development Representative -Annuities Jobs

The Business Development Representative -Annuities assists applicants and checks forms for completeness and accuracy. Responsible for the annuities application process. Being a Business Development Representative -Annuities reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. In addition, Business Development Representative -Annuities is responsible for responding to inquiries from ... clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. Being a Business Development Representative -Annuities works on projects/matters of limited complexity in a support role. Work is closely managed. Working as a Business Development Representative -Annuities typically requires 0-2 years of related experience. More
Show Less